Financial Advocates Investment Management Portfolio Holdings

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024

Financial Advocates Investment Management has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.71 Billion distributed in 752 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $88.3M, Nvidia Corp with a value of $64.4M, Spdr S&P 500 ETF Trust with a value of $53.6M, Microsoft Corp with a value of $49.1M, and Spdr Portfolio with a value of $32.8M.

Examining the 13F form we can see an decrease of $70.7M in the current position value, from $1.78B to 1.71B.

Financial Advocates Investment Management is based out at Olympia, WA

Below you can find more details about Financial Advocates Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $1.71 Billion
ETFs: $1.11 Billion
Technology: $264 Million
Consumer Cyclical: $73.4 Million
Financial Services: $67.2 Million
Industrials: $58.7 Million
Healthcare: $37.5 Million
Communication Services: $29 Million
Consumer Defensive: $27.5 Million
Other: $37.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.2B
$2.5 Million 0.15% of portfolio
7,317
Q4 2024 Reduced 4.91%
$0
$2.6 Million 0.15% of portfolio
51,562
Q4 2024 Reduced 0.37%
$0
$2.55 Million 0.15% of portfolio
49,704
Q4 2024 Reduced 2.97%
$0
$2.35 Million 0.14% of portfolio
46,612
Q4 2024 Added 84.3%
$0
$2.39 Million 0.14% of portfolio
9,064
Q4 2024 Reduced 14.67%
$181B
$2.44 Million 0.14% of portfolio
61,079
Q4 2024 Reduced 11.74%
$0
$2.43 Million 0.14% of portfolio
50,348
Q4 2024 Reduced 7.56%
$0
$2.41 Million 0.14% of portfolio
151,508
Q4 2024 New
$139B
$2.14 Million 0.13% of portfolio
17,686
Q4 2024 Reduced 2.6%
$235B
$2.29 Million 0.13% of portfolio
7,891
Q4 2024 Added 1.17%
$254B
$2.2 Million 0.13% of portfolio
3,176
Q4 2024 Reduced 0.16%
$0
$2.14 Million 0.13% of portfolio
32,790
Q4 2024 New
$0
$2.27 Million 0.13% of portfolio
22,677
Q4 2024 New
$0
$2.14 Million 0.13% of portfolio
41,020
Q4 2024 Added 69.5%
$0
$2.27 Million 0.13% of portfolio
20,912
Q4 2024 Added 13.51%
$122B
$2.25 Million 0.13% of portfolio
7,692
Q4 2024 Reduced 1.51%
$0
$2.04 Million 0.12% of portfolio
50,580
Q4 2024 Added 5.93%
$0
$2.1 Million 0.12% of portfolio
29,952
Q4 2024 Reduced 14.85%
$0
$2.13 Million 0.12% of portfolio
69,801
Q4 2024 Added 55.46%
$0
$2.06 Million 0.12% of portfolio
82,525
Q4 2024 Reduced 25.59%
$0
$2.11 Million 0.12% of portfolio
21,829
Q4 2024 Added 736.68%
$0
$1.98 Million 0.12% of portfolio
53,636
Q4 2024 Reduced 1.22%
$0
$2.02 Million 0.12% of portfolio
110,598
Q4 2024 Reduced 18.32%
$0
$2.13 Million 0.12% of portfolio
48,436
Q4 2024 Reduced 6.23%
$0
$2.05 Million 0.12% of portfolio
109,639
Q4 2024 Added 7.26%
$0
$2 Million 0.12% of portfolio
5,825
Q4 2024 Added 24.15%
$0
$1.97 Million 0.12% of portfolio
21,786
Q4 2024 Added 23.27%
$0
$2.01 Million 0.12% of portfolio
3,231
Q4 2024 Reduced 16.3%
$49.7B
$1.83 Million 0.11% of portfolio
26,863
Q4 2024 Reduced 4.7%
$0
$1.96 Million 0.11% of portfolio
38,856
Q4 2024 Reduced 20.45%
$0
$1.87 Million 0.11% of portfolio
14,973
Q4 2024 Added 0.4%
$0
$1.86 Million 0.11% of portfolio
40,671
Q4 2024 Reduced 0.97%
$0
$1.92 Million 0.11% of portfolio
12,044
Q4 2024 Reduced 66.22%
$0
$1.96 Million 0.11% of portfolio
15,219
Q4 2024 Reduced 0.42%
$200B
$1.91 Million 0.11% of portfolio
19,157
Q4 2024 Reduced 9.73%
$0
$1.8 Million 0.11% of portfolio
36,432
Q4 2024 Added 73.96%
$0
$1.87 Million 0.11% of portfolio
35,586
Q4 2024 Added 1,398.36%
$0
$1.82 Million 0.11% of portfolio
50,081
Q4 2024 Reduced 2.92%
$257B
$1.93 Million 0.11% of portfolio
21,381
Q4 2024 Added 10.79%
$0
$1.77 Million 0.1% of portfolio
13,463
Q4 2024 Reduced 21.91%
$0
$1.79 Million 0.1% of portfolio
16,726
Q4 2024 Reduced 9.08%
$0
$1.71 Million 0.1% of portfolio
16,061
Q4 2024 Reduced 16.93%
$0
$1.65 Million 0.1% of portfolio
14,081
Q4 2024 Reduced 8.56%
$0
$1.63 Million 0.1% of portfolio
33,416
Q4 2024 Added 0.17%
$0
$1.66 Million 0.1% of portfolio
71,764
Q4 2024 Added 153.71%
$49.9B
$1.63 Million 0.1% of portfolio
3,063
Q4 2024 Reduced 5.67%
$0
$1.72 Million 0.1% of portfolio
39,786
Q4 2024 Added 25.99%
$71B
$1.63 Million 0.1% of portfolio
19,120
Q4 2024 Reduced 1.11%
$0
$1.65 Million 0.1% of portfolio
215,820
Q4 2024 Added 10.75%

Summary

  • Portfolio
  • No. of Stocks 752
  • Current Value $1.71 Billion
  • Prior Value $1.78 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 54 stocks
  • Additional Purchases 317 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 348 stocks
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